View of the task and the progress doughnut, which updates as to-dos are ticked off.
View of the to-do list in the ‘Task’ record type. The progress bar changes as each to-do is ticked off.
The best bit: here you can list and tick off your own current to-dos. This saves you from needing a separate to-do app, and you have your small tasks right where you work – in the CRM.
To-do list in SmartWe – installation is this simple
- Download the to-do list widget from the SmartWe Store: https://appstore.smartwe.world/home
- The app is then already installed and everyone can manage their daily to-dos.
- The widget for record types such as ‘Task’ requires a little more attention:
– Open App Designer
– Select a record type
– Open any record, e.g. any task
– Add the To-Do widget and select a long text field.
– Important: Click ‘Publish’ (top right)!
– Done
For the doughnut progress indicator, also select the desired record type in the App Designer and choose the progress indicator there. Here, enter the following as the ‘Source’/script: return $do.GID_TODO_PERCENT.tryGet(0); Important: Remember to click the ‘Publish’ button here too.
If you have any further questions, please feel free to contact us.
